Analysis

GBF works with its portfolio companies to improve their ability to analyze the data they collect.  To build this capacity, GBF has monthly calls with each client to provide analysis and feedback on client reports. Over time, GBF’s portfolio companies improve their ability to make decisions that improve their financial sustainability and social impact. 

GBF maintains several dashboards used to track different aspects of its own work. The following dashboards are reviewed regularly, and as a result, GBF can track the results against team goals and identify important trends that arise.

GBF’s Dashboards:

• Management Dashboard 
  The Management Dashboard is reviewed monthly and allows GBF to determine its costs as compared to its budget, as well as the amount of investment pipeline it has generated at any point in time. 
   
• Technical Assistance Dashboard
  The Technical Assistance Dashboard is reviews monthly and includes a rating of each portfolio company along the following technical assistance dimensions: financial management, operations, human capacity and governance, strategy, legal, and environmental and social. The dashboard allows GBF to determine the changes in TA scores, as well track the costs of technical assistance. 
   
• Portfolio Report
  The Portfolio Report is reviewed weekly and allows GBF to track the current yield of its portfolio, its investment provision, and investments by country, region, sector and business stage. 
   
• Impact Dashboard
  The Impact Dashboard is reviewed monthly and displays the social metrics GBF receives from its portfolio companies. GBF calculates the value amount generated to each person supported in both wealth creating and cost saving investments.  

GBF also uses a Social Return on Investment (SROI) calculation to estimate the number of people that its portfolio companies will reach and the quantifiable social-economic impacts these businesses will generate to those people. The SROI estimate determines the social-economic impact (in dollars) that will be generated for every $1 invested into the business, factoring the investment capital needed. On average for every $1 dollar invested into GBF’s portfolio businesses, $16 of social-economic impact is generated.